Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Thomas Campbell is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Forum Financial Management since 2014 and concurrently serves as Vice President of John E. Campbell & Assoc., Ltd., a CPA firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, focusing on a Modern Portfolio Theory approach.

David Perry is a financial advisor at Forum Financial Management, LP with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., PR Wealth Management Group, Inc., and Cambridge Investment Research, Inc. Outside of his advisory duties, he serves as treasurer and director of the Sunrise Professional Condominiums association in East Moline, IL. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning through a model-driven approach based on Modern Portfolio Theory, incorporating institutional funds, individual bonds, and outside managers, while also supporting independent advisors with back-office and sub-advisory services.

Anthony Ryan is a CFP® and CFA® with 20 years of industry experience. He has worked at JMG Financial Group Ltd since 2021 and spent 15 years at McLaughlin Capital prior to that. Ryan is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation, utilizing a range of investment vehicles and tax-aware techniques.

Thomas Mccabe is a CFP® with seven years of industry experience, currently associated with Highpoint Planning Partners. He has worked at multiple firms including LPL Financial and Evans Senior Investments. Outside of advising, he is a business owner of Alpar Laboratories, a non-investment-related enterprise. Highpoint Planning Partners serves a broad client base including individuals, pension plans, trusts, and corporate entities. The firm offers discretionary asset management and financial planning, employing fundamental analysis to construct portfolios across various asset classes while utilizing multiple advisory platforms.

S. Park is a financial advisor at Diversify Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, Park serves as a minister and is a board member of a truck driving school, as well as involved in teaching through the Presbyterian Church (USA) Board of Pension. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers customized financial planning, portfolio management, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Charles Kiker is a CFP® with 33 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2024. His prior experience includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which supports his team’s compensation and benefits management. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and pooled investment vehicles. The firm utilizes a combination of advisor-level client relationship work and centralized portfolio construction, employing proprietary and third-party managers to deliver its services.

Grant Luebe is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with eight years of industry experience. He previously worked at Heartland Investment Associates and Cedar Rapids Bank & Trust. Luebe serves as a board member of the Birkey Investment Fund, teaching investment topics to students, and participates in finance committees for Wellington Heights Community Church and Heritage Area Agency. He is also involved with Junior Achievement of Eastern Iowa. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a substantial majority of assets on a non-discretionary basis.

Jeffrey Kochan is a Certified Financial Planner® with 12 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has held roles with Highpoint Advisor Group, LPL Financial, Parkland Securities, Sequoia Premier Partners, and Strategic Tax Partners. Kochan is involved in tax preparation and accounting through his work with Strategic Tax Partners in Naperville, IL. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing fundamental analysis and a variety of investment vehicles to construct personalized portfolios.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd since 2018. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, equities, fixed income, and alternative investments.

Herman Tkach is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Soltis Investment Advisors, LLC and has held positions at Mercer Global Advisors, U.S. Bancorp Investments, TIAA-CREF, TD Ameritrade, and Ameriprise. He serves on the board of the Jewish United Fund of Metropolitan Chicago, supporting the Russian Speaking Jewish community, and is involved in leadership roles within his condominium association. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process that incorporates both quantitative and qualitative analysis, offering a range of investment options and regular client communications.

Willard Einspar is a CFP® professional with over 32 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has been affiliated with Highpoint Advisor Group, LLC and LPL Financial since 2016. HighPoint Advisor Group serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Benjamin Caruso is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. Caruso provides investment advisory services through HighPoint Advisor Group, LLC, an independent firm separate from LPL Financial. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple advisory platforms.

Michael Bruno is a ChFC®-designated financial advisor with 43 years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C. and has previously worked with Securities America Advisors and Invest Financial Corp, among others. Outside of his advisory role, he serves as president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

James Mcgovern is a CFP® with 41 years of industry experience, currently serving at Capital Analysts. He previously worked at Lincoln Investment for 14 years and Cincinnati Analysts, Inc. for another 14 years. Outside of advisory work, he owns and operates J.McGovern and Associates, a fixed insurance sales business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary investment management by an in-house team and non-discretionary advisory services.

Suman Sachdeva is a financial advisor at BFC Planning, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at BFC Planning since 2017, alongside roles at Securities Management and Research, Inc. and Broker Dealer Financial Services. He serves as treasurer for the Raj & Suman Sachdeva Foundation, a charity organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services using a range of platforms and strategies tailored by its advisors.

Raymond Velasco Sr. is a financial advisor with Kovack Advisors, Inc. in Lisle, IL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Kovack Advisors in 2019, he worked at Opus Wealth Partners, LLC and LPL Financial, LLC from 2016 to 2019, and at MSI Financial Services, Inc. from 2008 to 2016. He also owns RVS Wealth Management, an investment advisory business. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and over $6 billion in client assets. The firm serves individual, institutional, and municipal clients, offering portfolio management, financial planning, and sub-advisory services through a combination of internally created models and third-party managers.

Jeremy Schares is a CFP® with 18 years of industry experience and is currently with Waverly Advisors, LLC. Prior to joining Waverly Advisors in 2024, he worked for 16 years at StrategIQ Financial Group, LLC. He is also a member of two holding companies, IQ Companies, LLC and WAAM TOPCO, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Robert Lively is a CFP® professional with three years of experience currently serving at JMG Financial Group Ltd. He has been with JMG Financial Group in various roles since 2018. Outside of financial advising, his background includes work with Ruth Lake Country Club and entrepreneurial involvement with Powder Hound Snow Removal, LLC. JMG Financial Group provides comprehensive wealth and portfolio management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and offers services including in-house tax consulting and private investment fund advising.

Vincent Corso is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. He previously worked at Cornerstone Securities LLC and Crown Capital Securities, L.P. Corso is also involved as a partner in BCH Wealth Management and BCH Insure, LLC, where he participates in operations, planning, and insurance sales. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of advisory services and investment solutions tailored at the advisor level, operating through multiple custodians and integrating third-party managers and model portfolios.